DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 312 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $47,778,080 | +11.9% | 1,595,261 | +15.8% | 0.29% | +11.3% |
| Q2 2023 | $42,708,313 | +20.3% | 1,378,132 | +11.7% | 0.26% | +12.7% |
| Q1 2023 | $35,502,872 | -70.8% | 1,234,024 | -72.6% | 0.23% | -74.1% |
| Q4 2022 | $121,598,300 | +12.9% | 4,500,307 | +5.1% | 0.88% | +2.9% |
| Q3 2022 | $107,679,000 | +6.3% | 4,281,464 | +11.7% | 0.85% | +5.3% |
| Q2 2022 | $101,341,000 | +84.1% | 3,834,305 | +119.5% | 0.81% | +114.6% |
| Q1 2022 | $55,057,000 | +9122.3% | 1,746,728 | +9562.7% | 0.38% | +9350.0% |
| Q4 2021 | $597,000 | +9.9% | 18,077 | +0.4% | 0.00% | 0.0% |
| Q3 2021 | $543,000 | +6.9% | 18,007 | +7.1% | 0.00% | 0.0% |
| Q2 2021 | $508,000 | +36.2% | 16,807 | +27.0% | 0.00% | 0.0% |
| Q1 2021 | $373,000 | – | 13,232 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Retirement Solution Inc. | 3,749,790 | $94,307,000 | 50.63% |
| Aquire Wealth Advisors, LLC | 1,634,010 | $41,095,000 | 23.86% |
| Ullmann Wealth Partners Group, LLC | 2,126,913 | $53,492,000 | 14.75% |
| Meridian Wealth Partners, LLC | 1,735,410 | $43,646,000 | 10.92% |
| Spinnaker Investment Group, LLC | 1,039,811 | $26,167,000 | 10.24% |
| FirstPurpose Wealth LLC | 551,838 | $13,879,000 | 9.14% |
| Highland Financial Advisors, LLC | 424,014 | $10,664,000 | 7.40% |
| Northland Capital Management LLC | 297,241 | $7,476,000 | 7.01% |
| Financial Connections Group, Inc. | 274,887 | $6,913,000 | 5.83% |
| Morling Financial Advisors, LLC | 166,186 | $4,180,000 | 5.69% |